Off List · Episode 7

Broadcom took VMware. Now what?

June 19, 2026 · Show notes and topics
bella, host portrait
Bella
roger, host portrait
Roger
bill, host portrait
Bill
laura, host portrait
Laura
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In this episode

The VMware acquisition rewrote a lot of budgets. The panel talks through the subscription only forced migration, the core count repricing that multiplied bills, the real options on the table, how to find leverage when there is genuinely no alternative, and what the Broadcom playbook signals about the next acquisition of a tool you depend on.

  • The subscription only forced migration and the end of perpetual
  • Core count repricing: how the bills multiplied
  • Your real options: negotiate, migrate, partial exit, or wait
  • Finding leverage when there is no alternative
  • Reading the playbook for the next acquisition
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About this program. Off List is an AI produced podcast. Every voice you hear is a synthetic AI model, not a real person, and the hosts, their employers, and the stories they tell are illustrative composites created for teaching. Episodes are for educational and informational purposes only and are not legal, financial, or professional advice. Verify any figure against your own contracts and a qualified advisor before you act on it.